Versions Compared

Version Old Version 1 New Version 2
Changes made by

Emma Greenwood

Emma Greenwood

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The purpose of this page is to

...

Table of Contents
typeflat

Page Header

Search Options
Toolbar IconsDescription
Batch Date Insert excerptInq - Batch DateInq - Batch Datenopaneltrue This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.
Include Insert excerptInq - IncludeInq - Includenopaneltrue This is a multi-select standard lookup that is required to return results. It defaults to "Products with Any Balance". The options available include:
  • Lots with Any Balance: Returns all inventory lots with either an On Hand or Available Balance (a non zero positive or negative balance)
  • Lots with Available Balance: Returns all inventory lots with either an Available Balance (a non zero positive or negative available balance)
  • Open Lots: Returns open lots with no On Hand and no Available Balances
    • Closed Lots: Returns closed lots with no On Hand and no Available Balances

    This lookup contains the values in the IncludeInLotBalance Enumeration Class.

    Item Insert excerptInq - ItemInq - Itemnopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank. Insert excerptDef - Item IDDef - Item IDnopaneltrue

    The lookup contains a list of all Items in the Items master file.

    Item Class Insert excerptInq - Item ClassInq - Item Classnopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults with all Lot Owners selected. Insert excerptDef - Item ClassDef - Item Classnopaneltrue

    The lookup contains a list of all Item Classes.

    Lot Owner Insert excerptInq - Lot OwnerInq - Lot Ownernopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank. Insert excerptDef - OwnerDef - Ownernopaneltrue

    The lookup contains a list of all Lot Owners.

    Search Insert excerptSearch - Search OptionsSearch - Search Optionsnopaneltrue
    • Attribute Values
    • Item Description
    • Item ID
    • Lot Owner
    • Production Batch
    • Site ID
    • Site Name
    • Warehouse Lot 
    Site Insert excerptInq - SiteInq - Sitenopaneltrue This is a multi-select standard lookup that is not required to return results. It defaults as blank.
    Insert excerptDef - SiteDef - Sitenopaneltrue

    The lookup contains a list of all active Sites.

    Saved Search Options Insert excerptSearch Options for Framework 3.0 - GlobalSearch Options for Framework 3.0 - Globalnopaneltrue

    Order Summary Tab

    Fields
    Description
    Alloc. Units

    Displays the allocated units to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the unity quantity allocation fro the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is never editable from this text box, but it can be updated from the 'Alloc. Units' column for the associated inventory lot on the Find Lots Record View or the 'Units' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the Transaction is less than Approved.

    Database Field: ERPx_SOOrderHeader.AllocatedUnits

    Alloc. Weight

    Displays the allocated weight to be added or subtracted from the Available balance for the line item. This is a non-editable text box that is not required. It defaults as the weight allocation for the item saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is never editable from this text box, but it can be updated from the 'Alloc. Weight' column for the associated inventory lot on the Find Lots Record View or the 'Weight' column for the associated item on the Allocate Sales Transaction Item Record View for the transaction while the status of the Transaction is less than Approved.

    Database Field: ERPx_SOOrderHeader.AllocatedWeight

    Is Sub Item

    Displays whether the item is a substitute item and the item description of the item which it was substituted for. This is a non-editable text box that is not required. It defaults a blank. This field is never editable and is not stored in the database.

    Item Insert excerptItem DescriptionItem Descriptionnopaneltrue This is a non-editable text box that is required. It defaults from the saved item(s) on the sales transaction.

    Database Fields: ERPx_IMItem.ItemDescription, ERPx_SOOrderItem.OrderItemSK

    Ord. Units

    Displays the number of units ordered for the line item. This is a non-editable text box that is not required. It defaults as the item unit quantity saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Weight Only". This field is never editable from this text box, but it can be updated from 'Ord. Units' column for the associated item on the Sales Order Record View while the status of the Transaction is less than Shipped.

    Database Field: ERPx_SOOrderItem.OrderedUnits

    Ord. Weight

    Displays the weight ordered for the line item. This is a non-editable text box that is not required. It defaults as the item weight saved on the transaction, else it defaults to "0.00". This field also defaults to "0.00" if the item's "Manage Item By' property is set to "Units Only". This field is never editable from this text box, but it can be updated from 'Ord. Weight' column for the associated item on the Sales Order Record View while the status of the Transaction is less than Shipped.

    Database Field: ERPx_SOOrderItem.OrderedWeight

    Ship By

    Identifies the date the shipment containing the item is scheduled to leave the Site, formatted from the users 'Date Format' preference. This is a non-editable text box that is required for the transaction to be saved in a status of 'Shipped' or greater and can be edited from the 'Ship By' field on the 'Shipments' tab of the Sales Order Record View. It defaults from the 'Default Ship By' field on the 'Home' tab of the Sales Order Record View.

    Database Fields: ERPx_SOOrderItem.ScheduledShipDate, ERPx_LMLoadHeader.ScheduledShipDate

    Site

    Used to select one or more Sites. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

    Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain inventory balances.

    The lookup contains a list of all active Sites.

    Database Fields: ERPx_MFSite.SiteID, ERPx_LMLoadHeader.SiteSk

    Units UOM

    Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK

    Weight UOM

    Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

    Saved Search OptionsDisplays the saved search options lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. The new search option can also be set as the default.

    Page Details

    Go To Catalog
    Go To Find Lots
    Go To Order
    FieldsDescription
    Carrier

    Deliver On


    Freight Terms

    Order Date


    Purch. Order
    Ship By
    Ship From Site
    Transaction 
    Transaction Class


    Page Details

    Ship To Tab

    Database Field: ERPx_IMProductionLot.ProductionLotID

    Database Field: ERPx_IMItem.ItemDescription

    Database Field: ERPx_IMLotOwner.OwnerName

      This is required and can be edited from the 'Site ID' and 'Site Name' fields on the 'Properties' tab of the Site Record View. It comes from the 'Default Site' field on the 'Home' tab of the Sales Order Record View.

    Database Fields: ERPx_MFSite.SiteID, ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK

    Database Field: This is a calculated field and not stored in the database.

    Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.UnitUOMSK 

    Database Field: This is a calculated field and not stored in the database.

    Database Fields: ERPx_IMUOM.UOMName, ERPx_SOOrderItem.WeightUOMSK

    Toolbar IconsDescription
    Column Filter Show/Hide
    Insert excerpt
    Column Filter Show/Hide - Global
    Column Filter Show/Hide - Global
    nopaneltrue
    Excel
    Insert excerpt
    Excel - LV 3.0
    Excel - LV 3.0
    nopaneltrue
    Group By Show/Hide
    Insert excerpt
    Group By Show/Hide - Global
    Group By Show/Hide - Global
    nopaneltrue
    Help
    Insert excerpt
    Help - Global 3.0
    Help - Global 3.0
    nopaneltrue
    Quick Filter
    Insert excerpt
    Quick Filter
    Quick Filter
    nopaneltrue
    		Refresh
    Saved Column Layouts
    Insert excerpt
    Column Layouts for Framework 3.0 - Global
    Column Layouts for Framework 3.0 - Global
    nopaneltrue
    FieldsDescription
    Alloc Units

    Identifies the total number of allocated units for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the unit allocation of one or more line items.

    Database Field:  This value is not stored in the database. Calculated field? 

    Alloc WeightIdentifies the total allocated weight for all line items, formatted to 2 decimal places. This is a calculated field and can be edited by changing the weight allocation of one or more line items.

    Database Field: This value is not stored in the database. Calculated field?  

    Batch ItemOwnerSite
    Insert excerpt
    Site IDSite ID
    nopaneltrue
    Insert excerpt
    SiteSite
    nopaneltrue
    Insert excerpt
    Def - SiteDef - Site
    nopaneltrue
    UnitsUnits UOMWeightWeight UOMWLot

     

    Database Field: ERPx_IMWarehouseLot.WarehouseLotIDAddress
    Address ID
    Address Name
    Attention To 
    City
    Customer
    Customer Name
    State
    Zip

    Related Topics

    User Guide: Sales Order

    ...